Wealth Detector Workshop

Learn methods being taught by our firm to thousands of advisors around the nation, all in one day!

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Why Attend the Wealth Detector Workshop?

Without more prospects, who will you showcase your amazing platform to? Without more names in your pipeline, how will you grow your practice? What will be the consequences to you and your team if you don't grow? Is waiting around for referrals from clients and centers of influence a predictable growth methodology to hang your hat on? If you don't have clear answers to these questions, then you need to attend one of our upcoming workshops or call us for solutions!

What you will gain:

Real time practices to convert an actual name into a warm prospect, and then into a meeting. Differentiate yourself from the other 2,000,000 financial advisors throughout the nation through email writing strategies

Best practices in speaking with prospective clients at galas, First Class airplane rides, at the gym, or just about anywhere else through role plays, group exercises, and video content. Also learn the steps of quickly qualifying any prospects.

Our proprietary research methodology (Referralytics™) to get a meeting with prospective investors, get clients to open up their network, and increase the trajectory of getting meetings and introductions to your target client.

Upcoming Wealth Detector Workshop Date

☞ April 26th, 2018 from 9am to 4pm

Newport Beach, CA

Your Trainer and Coach

Your lead trainer and coach will be our founder and CEO, Amy Parvaneh, who earned her training and stripes in the Investment Management divisions of Goldman Sachs and PIMCO. Ms. Parvaneh also has multiple years of experience working in investment banking and equity research at Citigroup and Bear Stearns, has an MBA from Duke University, and has been a faculty professor at Pepperdine University, teaching about the wealth management industry.

She has been featured in the Kitces podcast, Barron's, InvestmentNews, WSJ, and much much more.

Proven email writing strategies and techniques that you can utilize to get in front of ultra high net worth investors

Expediting the process of working with COI’s The best type of COI's

Our Mission

At Select Advisors, we care about you, hard working financial advisors, because we know your role is very crucial in people's lives. Managing money and wealth can make a significant impact on people's retirement experience, their livelihood, and their legacy. But we also know that without more meetings, who will you showcase your amazing platform to? Without more prospects in your pipeline, how will you grow your practice? What will be the consequences to you and your team if you don't grow? Is waiting around for referrals from clients and centers of influence a predictable growth methodology to hang your hat on? If you don't have clear answers to these questions, then we need to talk!